Thinking AheadConsider Planned Giving
In a recession budgets dwindle and guarantees are rare. For non-profit providers like HHRC, financial stability is harder than ever to achieve.
Planned giving offers you a safe way to help ensure our future by sustaining your support long after your lifetime. Deferred gifts can be revocable, such as a bequest in a will, or irrevocable, which offers you a tax deduction now but allows you to hold your asset and enjoy its benefits until some future time.
Bequest In A Will
Your donation is exempt from federal estate tax, and you maintain control of your asset for your lifetime.
Revocable Living Trust
Name HHRC the beneficiary of assets in a living trust. You maintain control of your asset for your lifetime, and the gift in trust is exempt from federal estate tax.
Outright Gift of Securities
Donate stock or securities to HHRC. Receive a charitable deduction now at full market value and avoid capital gains tax.
Gift of Life Insurance
Contribute a life insurance policy you may no longer need. Receive an income tax deduction now and the possibility of future deductions through gifts to pay the policy’s premiums.
Gift of Retirement Assets
Name HHRC the beneficiary of remaining assets after your lifetime. Gifting highly taxed assets leaves more for your family – and helps you avoid income and estate taxes.
Charitable trusts can lower your income taxes, increase your income, and reduce your taxable estate. Planned giving means thinking ahead – a win for both donor and community. Contact us to explore which plan best serves your needs.